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Creating a new workflow
Creating a new workflow

Set up workflows to automate and centralise your key people processes.

Updated over 3 weeks ago

In this guide, we'll outline how to create a new workflow, and publish it once it is ready

Creating a new workflow

To create a new workflow, follow these steps:

  • In the Home menu, click Workflows, then click Create new workflow in the top right-hand corner.

  • You can either select to build a workflow from one of our templates, or build one from scratch.

  • Name the workflow that you're creating, and then add the desired actions (tasks, emails, forms) as needed.

  • The workflow will stay in draft mode until published. Changes are saved automatically, so you can click Leave in the top right-hand corner and come back to the workflow again at a later date to edit further as needed.

  • When you're ready to make the workflow active, click Publish in the top right hand corner.

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